Tax Manager - Private Wealth

Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns Deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable planning, and generation-skipping tax Keep up-to-date on trends, developments, and technical authorities and apply them to complex situations Participate in firm-wide learning and development programs Network and build strong internal and external client relationships Support the growth and development of team members Mentor and coach staff and help develop their technical and professional skills Work side-by-side with firm leadership to serve clients and build the business Requirements 4-year degree required CPA, Law License, or Enrolled Agent required Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm Two (2) years of supervisory experience, mentoring and counseling associates Master's or advanced degree preferred Experience in Private Wealth/Private Client Services preferred Demonstrated management, analytical, organization, interpersonal, project management, and communication skills Ability to lead and supervise others and provide exceptional client service Commitment to continuous learning and staying current regarding applicable strategies Appropriate ethical knowledge and commitment Commitment to quality and timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Core Competencies Demonstrates expertise in tax compliance and strategic consulting for high-net-worth individuals and families, with a strong focus on mentoring and developing team members. Proven ability to deliver exceptional client service while managing complex tax situations and maintaining up-to-date knowledge of relevant regulations. Highest-signal resume keywords CPA Tax Compliance Private Wealth Services Supervisory Experience Client Relationship Management ATS Optimization Keywords Hard Skills Tax Returns Estate Planning Gift Planning Charitable Planning Project Management Analytical Skills Organizational Skills Soft Skills Interpersonal Skills Communication Skills Mentoring Coaching Certifications & Qualifications CPA Law License Enrolled Agent Industry Keywords High-Net-Worth Individuals Multi-Generational Families Family Offices Investment Entities Professional Services Firm Tools & Technologies Microsoft Suite Tax Software #J-18808-Ljbffr Jobtailor